PB Metadata Dictionary – Compliance
Breakout Group 9/13/02

•	Provide Education and Leadership
•	Address Incentives and Disincentives (Costs/Benefits)

•	Provide Education and Leadership
–	Generate Awareness
–	Design and Implement Browse, Review and Test Process (See “Incentives/Disincentives”)
–	Plan Initial Training and Continuing Ed
–	Signal Organizational Commitment
–	Recommend Long Term Data Integrity

–	Generate Awareness: Audiences
•	Management/staff of participating PBMWG orgs
•	Management/staff of PTV and PR licensees
•	Other standards efforts
•	Potential content partners (libraries, universities)
•	Middleware vendors

–	Generate Awareness: Tactics
•	CPB message to participating PBMWG orgs
•	PB Website
•	PB Announcements
•	PB and other conference presentations
•	Trade journal articles
•	Press releases

–	Design and Implement Review, Request for Comments (RFC) and Test Process (See “Incentives/Disincentives”)
•	Determine objectives of process
•	Locate sites within PB
•	Review objectives with sites, revise as needed
•	Determine success metrics
•	Determine work plan and timeline
•	Oversee process
•	Gather and evaluate results
•	Present results to Dictionary Review Team

–	Plan Initial Training and Continuing Ed
•	Locate early adopters who wish to be trained
•	Locate training competency (e.g. AMIA)
•	With adopters/trainers, determine objectives
•	With adopters/trainers, determine success metrics
•	Create initial and long term training plan
•	Estimate cost of training
•	Make recommendations to CPB

–	Signal Organizational Commitment (by PBMWG Participants)
•	Participate in browse, review and testing
•	Declare compliance to PB system
•	Notify vendors and partners; require their compliance?

–	Recommend Long Term Data Integrity
•	Determine requirements
•	Review other data integrity efforts
•	Review options within existing PB infrastructure
•	Posit options for new infrastructure
•	Estimate short and long term costs
•	Ascertain funding opportunities
•	Develop funding case(s)
•	Present recommendations to CPB, et al

•	Address Incentives and Disincentives (Costs/Benefits)
–	Identify barriers to compliance
–	Determine ways in which barriers may be lowered
–	Identify benefits to compliance
–	As needed, suggest costs of non-compliance

–	Identify barriers to compliance
•	Work with browse, review and test process to determine:
–	Degree of understanding, level of difficulty
–	Cost of implementation by various orgs
–	Whether matches existing workflows at orgs
–	Whether matches existing competencies at orgs
–	Whether might meet creative, other staff resistance

–	Determine ways in which barriers may be lowered
•	Declaration by PBMWG Orgs
•	Adoption by distributors
•	Adoption by middleware vendors
•	Financial support for implementation, training

–	Identify benefits to compliance
•	New or continued content funding from CPB
•	New or continued content funding from PBS, NPR, PRI, APT, NETA, et al
•	Ability to distribute content via PBS Interconnect, PRSS/Content Depot, et al
•	Ability to exchange content within PB, regardless of funding source
•	Ability to provide/exchange resources to/with educational community (K-12, universities, et al)
•	Ability to exchange content data across internal licensee middleware
–	Program scheduling/traffic
–	Near and offline storage
–	Routing and automation
–	PSIP
–	Production systems
–	Development: Membership, UC Avails
–	Viewer Services
–	Advertising and Promotion
–	Web/Broadband Services
•	Ability to exchange content data with external services: 
–	MSOs
–	Set top boxes
–	VOD, EPG and iTV middleware, etc.
•	Enhanced ability to form new content partnerships with libraries, universities, museums, et al
•	Enhanced ability to provide “ASP” digitizing/archiving services
•	Ability to outsource content data activities
•	Ability to “monetize assets”
•	Ability to deliver content to new audiences
•	Ability to deliver content across new platforms

–	As needed, suggest costs of non-compliance
•	Loss of funding from national orgs
•	Financial penalties from distributors
•	Loss of service opportunities
•	Loss of revenue opportunities

•	Questions for the group:
–	Have we thought of all the necessary steps?
–	Can this be accomplished by May 2003?
–	How can we use the full PBMWG to achieve these objectives?